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Disclosery

Veritable, L.P.: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Veritable, L.P. on IWB, newest first. How the timeline and the estimate are built.

Veritable, L.P. held 0 IWB shares at 2023-09-30 per its 13F-HR filed 2023-11-14.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -1,163,456 shares

    13F-HR 0001172661-23-003950 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-06-30
    13F 1,163,456 shares
    Change vs previous 13F -12,961 shares

    4.6% of the 13F portfolio, value $283,580,715.

    13F-HR 0001172661-23-002839 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-03-31
    13F 1,176,417 shares
    Change vs previous 13F -98,061 shares

    4.55% of the 13F portfolio, value $264,964,412.

    13F-HR 0001172661-23-002078 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-12-31
    13F 1,274,478 shares
    Change vs previous 13F +32,153 shares

    4.8% of the 13F portfolio, value $268,303,119.

    13F-HR 0001172661-23-000994 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-09-30
    13F 1,242,325 shares
    Change vs previous 13F +38,474 shares

    4.76% of the 13F portfolio, value $245,148,000.

    13F-HR 0001172661-22-002411 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2022-06-30
    13F 1,203,851 shares
    Change vs previous 13F +52,147 shares

    4.51% of the 13F portfolio, value $250,112,000.

    13F-HR 0001172661-22-001962 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2022-03-31
    13F 1,151,704 shares
    Change vs previous 13F -12,246 shares

    4.43% of the 13F portfolio, value $288,007,000.

    13F-HR 0001172661-22-001233 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-12-31
    13F 1,163,950 shares
    Change vs previous 13F not available

    4.56% of the 13F portfolio, value $307,783,000.

    13F-HR 0001172661-22-000537 filed by Veritable, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).